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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,599 | $117,846+102.5% | $102,434+132.9% | $145,884+63.6% |
| Participation rate | 41.7% | 78.6%-37.0pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 19.49% | 31.90%-12.4pp | 29.46%-10.0pp | 551.85%-532.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,575 | $5,733-72.5% | $5,055-68.8% | $6,690-76.5% |
| Admin fee / account holder | $2,185 | $13,356-83.6% | $9,462-76.9% | $13,392-83.7% |